Merrill Lynch Financial Advisor Jamie Goldsmith

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Jamie Goldsmith is a financial advisor based in White Plains, New York, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and a Certified Divorce Financial Analyst (CDFA), Jamie specializes in providing comprehensive financial planning and investment management services. Her practice focuses on helping clients navigate their financial journeys and achieve their long-term objectives.

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